Coastal Securities
Founded: 1991 Parent organization: El Paso Holdco LLC
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Coastal Securities Employees
EMC August 2015 - Present
Baker Hughes December 2014 - August 2015
Baker Hughes July 2014 - December 2014
Baker Hughes April 2013 - July 2014
Baker Hughes August 2011 - April 2013
Baker Hughes Inc June 2006 - August 2008
Baker Hughes January 2004 - June 2006
NCI Building Systems June 2000 - September 2003
Coastal Securities December 1999 - June 2000
Baker Hughes INTEQ December 1998 - December 1999
Skills
Project Management, Solution Architecture, Learning Management..., Performance Management, Process Improvement, IT Service Management, Windows 2000, ITIL, PMP, Integration, Business Process, Technical Support, Windows, Software Documentation, Windows Server, IT Strategy, Servers, Cisco Technologies, MS Project, Microsoft Exchange, Operating Systems, Citrix, Networking, Hardware, Unix, Infrastructure, Storage, VMware
Education
University of Houston-Downtown 2003 — 2010
BS, Humanities and Social Science
California State University-Chico 1992 — 1997
Studied towards BA, Communications
Kershner Trading Group LLC January 2009 - May 2009
First Southwest Company May 2001 - August 2007
First London Securities July 2000 - May 2001
Security Investment Company of November 1999 - June 2000
Coastal Securities October 1994 - January 1999
Raffensperger Hughes Company September 1990 - January 1994
Edward Jones Company September 1985 - January 1990
Skills
Proprietary Trading, Trading, Hedge Funds, Equity Trading, Derivatives, Technical Analysis, Equities, Investment Banking, Equity Capital Markets, Quantitative Analytics, Bloomberg, Options, Electronic Trading, Financial Markets, Trading Systems, Investments, Portfolio Management, Securities
Education
Cornell College 1981 — 1985
BSS, Business and Economics
Cornell College
BSS Business and Economics, Economics
STA Wealth Advisors, LLC April 2014 - Present
STA Wealth Management April 2014 - Present
Research Financial Strategies January 2013 - April 2014
Sound Financial Solutions, LP May 1998 - December 2012
Houston CPA Society 2007 - 2009
Coastal Securities 1995 - 1998
PetroCorp, Inc 1993 - 1995
Energy Development Corporation 1991 - 1993
Arthur Andersen 1990 - 1991
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Wealth Management, Investment Advisory, Retirement, Finance, Financial Planning, Financial Planners, Succession Planning, Portfolio Management, 401k, CPA, Financial Services, Charities, Small Business, Financial Analysis, Financial Reporting, Financial Advisory, Tax, Charitable Giving, Retirement Income..., Captives
Education
University of St. Thomas (TX) - MBA 1993 — 1995
MBA, Finance
The University of Texas at Austin 1986 — 1990
BBA, Accounting
city of New Braunfels August 2014 - Present
City of San Antonio April 2007 - Present
City of San Antonio September 2006 - April 2007
Coastal Securities September 2004 - September 2006
Bennett Ross et al January 1998 - August 2002
Skills
Research, Public Speaking, New Business Development, Valuation, Land Development, Contract Negotiation, Investment Properties, Real Estate, Zoning, Real Estate Transactions, Real Estate Development, Land Use, Commercial Real Estate, Land Use Planning, Entitlements, Residential Homes, Mixed-use, Urban Planning, Economic Development, Subdivisions, Redevelopment, Leadership, Strategic Planning
Education
Leadership Lab 2009 — 2010
Leadership San Antonio 2007 — 2008
Leadership
Texas A&M University 2002 — 2004
MS, (Sustainable) Land Development
University of Arizona 1992 — 1997
B.A., Latin American Politics, Geography, Spanish
Payscape September 2015 - Present
Legacy Wealth Management, Inc. (Memphis, TN) December 2013 - Present
Argent Financial Group, Inc. November 2009 - December 2013
Argent Sector Capital Management February 2012 - November 2013
Regions Financial Corporation March 2005 - November 2009
Coastal Securities 2002 - 2005
Education
University of Alabama 1993 — 1997
BA, English & American Studies
Christian Brothers High School 1989 — 1993
IVG Energy January 2002 - Present
Amerex Energy 1996 - 2001
Coastal Securities 1991 - 1996
Education
Texas State University-San Marcos
Bachelor of Arts
St. Edward's University August 2009 - Present
Commerzbank June 2012 - August 2012
Coastal Securities June 2011 - August 2011
Skills
Microsoft Office, Research, Bloomberg, Moody, S&P, Capital IQ, Public Speaking, Social Media, Internet Explorer, Writing, Proofreading, Community Outreach, Social Networking, PowerPoint
Education
St. Edward's University 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration
Duchesne Academy 1995 — 2009
Coastal Securities May 2010 - Present
WVO Management LLC 2007 - Present
Skills
MBS, Forward Sales, TBAs, AOTs, Bids, Offers, Coupon Swaps, Rollovers, Secondary Mortgage..., Tradeweb, Bloomberg
Education
The George Washington University - School of Business 2000 — 2001
Graduate Studies in Project Management
Norwich Univeristy, The Military College of Vermont 1992 — 1996
BA, International Studies & Spanish
Universidad Autónoma de Guadalajara 1995 — 1995
Study Abroad Program
LECJ
High School
FAAC January 2013 - Present
FAAC Incorporated 2013 - 2015
FAAC Incorporated 2013 - 2015
L-3 MPRI October 2010 - May 2012
L-3 MPRI July 2008 - October 2010
L-3 MPRI September 2008 - June 2009
Coastal Securities December 2007 - August 2008
US Army Fort Campbell June 2005 - December 2007
Cco 1/506 Infantry Battalion October 2002 - May 2005
US Arm y 2002 - 2004
Skills
Security Clearance, Weapons, Combat, Marksmanship, Army, Force Protection, Military, Command, Counterterrorism, Military Operations, Defense, Intelligence Analysis, Military Experience, Special Operations, Afghanistan, Tactics, Firearms, DoD, Operational Planning, Leadership, Training, National Security, Exercises, Intelligence, Physical Security, Counterinsurgency, Security Operations, Explosives, Reconnaissance, HUMINT, Top Secret, Military Training, Enforcement, Homeland Security, Protection, Counterintelligence, Law Enforcement, Infantry Tactics
Education
Central Texas College 2007 — 2013
AA, General studies
U.S. Army Drill Sergeant School 1999 — 1999
Associates; M, General Studies
Universal Technical Institute January 2008 - Present
Aegis Mortgage 2005 - 2007
Coastal Securities 2003 - 2005
Sterling Bank 2001 - 2003
SunTrust Bank 1988 - 2001
Education
UCLA
Bachelor of Science (BS), Economics
University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Finance, General
Better Homes and Gardens Real Estate Gary Greene November 2009 - Present
The Sports Authority 1999 - 2009
Coastal Securities 1998 - 2001
Tri-Star Financial 1994 - 1998
Retail Concepts, Inc 1987 - 1994
Inwood Bicycle 1982 - 1987
Southern Pacific Railroad 1973 - 1983
Skills
Real Estate, Residential Homes, Sales, First Time Home Buyers, Relocation, Sellers, Short Sales, Buyer Representation, Foreclosures, REO, Investors, Selling, New Home Sales, Real Estate Transactions, Single Family Homes, Listings, Investment Properties, Mortgage Lending, Negotiation, Contract Negotiation, Condos, Referrals, Commercial Real Estate, Real Property, Real Estate Financing, Refinance, Buyers, Property, Rentals, Townhomes, Leases, HUD, FHA, Seniors, Move Up Buyers, Home Staging, New Homes, ABR, Relocation Buyers, Resellers, Vacation Homes, e-PRO, Brokerage, SFR, Waterfront, Listing Homes, Real Estate License, Real Estate Economics, National Association of..., Agents
Education
University of Houston-Downtown 1990 — 1994
BBA, Business
BNY Mellon September 2013 - March 2015
Epic Integrated Services September 2012 - February 2013
Coastal Securities August 2009 - September 2011
JPMorgan October 2008 - June 2009
Skills
Finance, Loans, Microsoft Office, Interest Rate Swaps, Fixed Income, Investment Banking, Portfolio Management, Valuation, Securities, Due Diligence, Risk Management, Financial Modeling, Financial Analysis, Series 7, Series 63, Corporate Finance, Bonds, Energy, Start-ups, Natural Gas, Mergers, CRM, Accounting, Structured Finance, Financial Reporting, Financial Services, Capital Markets, Bloomberg, Credit Risk, Trading, Structured Products, Asset Allocation, Microsoft Excel, Leveraged Finance, Municipal Bonds, Venture Capital, Private Equity
Education
University of St. Thomas (TX) 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Texas A&M University 2004 — 2008
B.S., Economics
Coastal Securities July 2012 - Present
First Genesis (ExxonMobil) July 2011 - July 2012
National Oilwell Varco March 2011 - August 2011
Comsys (ExxonMobil) March 2006 - March 2011
Self-Employed November 2005 - March 2006
Harris County April 2004 - November 2005
Bertling Logistics March 2001 - April 2004
Compubank.com September 2000 - March 2001
HBC Interactive March 2000 - September 2000
Automated Global Management September 1999 - March 2000
Skills
.NET, Microsoft SQL Server, Agile Methodologies, ASP.NET, C#, WCF, JavaScript, SSRS, VB.NET, Web Services, Databases, SharePoint, SDLC, SQL, Web Applications, Visual Basic, SSIS, ASP, IIS, Requirements Analysis, UML, Enterprise Architecture, MySQL, Testing, Programming
Education
University of Houston-Downtown 2014 — 2014
Bachelor of Science (B.S.), Interdisciplinary Studies
Reno Group Realty January 2015 - Present
Keller Williams Preston Rd. March 2010 - December 2014
KGI Wireless 2006 - 2008
Coastal Securities 1999 - 2001
Countrywide Home Loans 1998 - 1999
Bear Stearns 1989 - 1991
Skills
First Time Home Buyers, Relocation, Telecommunications, Public Speaking, Short Sales, Real Estate, Sellers, Negotiation, Wholesale Real Estate, Investment Properties, Investments, Investors, Single Family Homes, Buyer Representation, Luxury, New Home Sales, Listings, REO, Leases, Foreclosures, Certified Negotiation..., Member of the Institute...
Education
Oklahoma State University 1981 — 1985
B.S., Marketing/Communications
Edmond Memorial High School 1979 — 1980
College Prepatory
Bellaire Capital Management, LLC November 2009 - Present
Stanford Capital Management April 2008 - March 2009
Self-employed June 2006 - 2008
WestLB Asset Management 1996 - 2006
Criterion Investment Management 1996 - 2006
Coastal Securities 1993 - 1996
Skills
Fixed Income, Trading, Portfolio Management, Options, Investments, Financial Risk, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Banking, Valuation, Risk Management, Asset Management, Bloomberg, Equities, Analysis, Investment Strategies, Asset Managment, Investment Advisory, Financial Markets, Wealth Management, Emerging Markets, Mutual Funds, Commodity, Derivatives, Equity Research, Securities, ETFs, Private Equity, Capital Markets, Bonds, Trading Strategies
Education
University of Houston 1986 — 1993
Driscoll Catholic HS
Driscoll Catholic HS
Coastal Securities August 2009 - Present
Greenwich Alternative Investments November 2004 - July 2009
GE Capital January 1995 - December 1999
Skills
Hedge Funds, Portfolio Management, Investment Strategies, Securities, Business Strategy, Marketing, Strategic Planning, Alternative Investments, Fixed Income, Secondary Market..., Credit Unions, Investments
Education
Texas A&M University 1974 — 1977
BA, Mathematics
Texas A&M University 1974 — 1977
Bachelor of Arts (BA), Mathematics
Morgan Stanley 2013 - Present
Coastal Securities 2009 - 2013
Skills
Portfolio Management, Series 7, Series 65, Series 63, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Louisiana State University
E. J. Ourso College of Business
Keller Williams Realty February 2010 - Present
KGI Wireless 2001 - 2006
Coastal Securities 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Editing, C, Java, Project Management
Education
Oklahoma State University 1980 — 1984
Marketing/Communications
Edmond High School 1979 — 1980
Marathon Oil Corporation February 2015 - Present
Chevron October 2013 - Present
PanAtlantic Exploration Company July 2011 - September 2013
Petris Technology February 2008 - August 2011
Global Industries July 2007 - January 2008
IT Consulting December 2006 - July 2007
Coastal Securities April 2005 - December 2006
Skills
Citrix, VMware, Microsoft SQL Server, SharePoint, Microsoft Exchange, Windows Server, vSphere, VMware ESX, Network Administration, VMware Infrastructure, System Administration, Windows, Software Documentation, Servers, Lync Server 2010, Disaster Recovery, Virtualization, Active Directory, DNS, Networking, Microsoft Technologies, Firewalls, SAN, Storage, IT Management, IT Operations, Infrastructure, Data Center, Server Architecture, Red Hat Linux, Linux, Group Policy, SQL, Hyper-V, VPN, Vendor Management, Backup Exec, Visio, Information Technology, IT Strategy, Business Continuity, Enterprise Architecture, Integration, IIS, Windows 7, Windows XP, IT Service Management, Operating Systems
Education
Texas State University-San Marcos 2000 — 2004
BBA, Finance
Dahill October 2012 - Present
Experis IT Manpower Group May 2011 - October 2012
Coastal Securities August 2009 - May 2011
Addilex Search Group November 2007 - May 2009
MortgageIT, Inc March 2007 - October 2007
Wachovia/American Mortgage Network November 2004 - February 2007
First Magnus Financial Corporation June 2002 - November 2004
Education
Baylor University 1999 — 2002
Coastal Securities September 2005 - Present
Coastal Securities September 2005 - Present
Education
University of Houston-Downtown 1999 — 2005
Finance, Finance
Coastal Securities August 2015 - Present
Woodcrest Capital, LLC May 2012 - May 2015
Grandview Landscaping February 2010 - March 2012
Marcus & Millichap April 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Real Estate Economics, Real Estate, Brokerage, Leases, Real Estate Transactions, Tenant, Real Estate Development, Location Intelligence, Landlord, Valuation, Property Management, Investment Properties, Commercial Real Estate, Social Media, Microsoft Word, Selling, Finance, Real Estate Financing, Asset Managment, Lease Negotiations, Property, Loans, Investments, Customer Service, Portfolio Management, Underwriting, Sales, Land Acquisition
Education
Texas Christian University 2008 — 2012
Finance w/ Real Estate Emphasis & Entrepreneurial Management
USI Insurance Services September 2014 - Present
Crystal & Company May 2012 - September 2014
Coastal Securities September 2009 - May 2012
Williams Financial Group February 2009 - September 2009
Absolute Realty December 2003 - December 2008
Countrywide Home Loans January 2003 - October 2007
Washington Mutual Bank August 2002 - December 2003
Skills
Investments, Trading, Securities, Banking, Property & Casualty..., Employee Benefits, Marine Insurance, Construction Insurance, Risk Management, Mergers & Acquisitions, Finance, Financial Services, Insurance, Strategy
Education
University of Houston
BBA, Finance
Klein Oak 1988 — 1992
Coastal Securities April 1996 - June 2001
Education
Dartmouth College 1990 — 1994
Texas Capital Bank December 2014 - Present
Great Western Financial September 2012 - November 2014
CitiMortgage January 2007 - June 2010
Sebring Capital Partners, LP February 2003 - December 2006
Coastal Securities August 2000 - September 2001
Bank of America (formerly Countrywide Home Loans) December 1998 - September 1999
CashNet Financial Group March 1998 - December 1998
Bank of America (formerly Countrywide Home Loans) May 1995 - February 1998
Indymac Bank January 1993 - April 1995
Bank of America (formerly Countrywide Home Loans) June 1988 - December 1992
Skills
Credit, Mortgage Lending, Loan Origination, Banking, Risk Management, Project Management, Real Estate, Negotiation, Strategic Planning, Product Development, Customer Service, Operations Management, Product Management, Home Equity Lines of..., Team Building, Microsoft Word, Home Equity Loans, Microsoft Excel, Public Speaking, Microsoft Office, Event Planning, Warehouse Lending, Mortgage Operations, Regulatory Guidelines, Compliance, HMDA, Quality Control, Investor Relations, Encompass, Mortgage Banking
Education
University of California, Santa Barbara 1986 — 1988
Bachelor of Science (B.S.), Mathematics & Economics
Colorado College 1984 — 1986
Mathematics
Arcadia High School 1980 — 1984
City of Houston January 2010 - Present
City of Houston January 2004 - January 2010
Worthington Securities LLC November 2001 - December 2003
Coastal Securities January 1998 - December 2001
Skills
Research, Government, Policy, Political Campaigns, Asset Managment, Analysis, Portfolio Management, Public Policy, Nonprofits, Financial Modeling, Public Speaking, Budgets, Financial Analysis, Leadership, Strategic Planning, Social Media, Policy Analysis, Community Development, Program Management, Finance, Mergers, Project Management, Community Outreach, Equities, Strategic Communications, Team Building, Risk Management, Stata, Fundraising, Strategy, Corporate Finance, Legislative Relations, Due Diligence, Public Relations, Investments, Contract Negotiation, Life Insurance, Economic Development, Microsoft Office, Non-profits, Business Strategy, Valuation, Event Planning, Media Relations, Microsoft Excel, Leadership Development, Change Management, Data Analysis, Process Improvement, Program Development
Education
University of Houston 2004 — 2007
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Pioneer Bank, SSB January 2014 - Present
Horizon Community Bank June 2012 - April 2013
Coastal Securities February 2007 - June 2012
Extraco Banks August 2000 - February 2007
Skills
SBA, SBA 504, USDA, Commercial Banking, Loan Servicing, Government Loans, Secondary Market, Loans, Construction Loans, Loan Modifications, Administrative..., Executive..., Belly Dance, Credit, Banking, Commercial Lending, Loan Origination, Mortgage Lending, Consumer Lending, Credit Analysis
Education
Capella University 2005 — 2007
Bachelor’s Degree, Finance and Financial Management Services
UBS Wealth Management November 2014 - Present
Oppenheimer & Co. Inc. July 2000 - November 2014
Coastal Securities October 1993 - August 1999
United States Air Force October 1985 - December 1991
Skills
Investments, Wealth Management, Strategic Planning, Asset Management, Risk Management, Portfolio Management, Public Speaking, Series 7
Education
Sam Houston State University
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1981 — 1985
B.S., Electrical Engineering
Better Homes and Gardens Real Estate Gary Greene November 2009 - Present
The Analyst Exchange October 2009 - November 2009
UBS Financial Services Inc. March 2007 - August 2008
Coastal Securities July 2005 - September 2006
Skills
Financial Analysis, Excel, PowerPoint, Word, Customer Relations, Financial Modeling, Accounting, Forecasting, Budgeting, Accounts Payable, Marketing, Analysis, Mergers & Acquisitions, Finance
Education
University of Houston-Downtown 2007 — 2009
B.B.A, Finance
Southern Methodist University 2002 — 2005
Coastal Securities May 2013 - Present
Cantella & Co. January 2012 - May 2013
Zimmer June 2011 - August 2011
Skills
Fixed Income, Portfolio Management, Asset Allocation, Asset Management, Investments, Investment Advisory, Securities, Series 7, Series 63
Education
Texas A&M University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
BDO USA, LLP August 2014 - Present
Accudata Systems April 2013 - August 2014
Mezeo Software Corporation September 2012 - April 2013
Nexenta September 2010 - September 2012
TPI, Inc. April 2005 - September 2010
Coastal Securities October 2001 - April 2005
Diamond Offshore 2001 - 2001
Skills
Product Support, Customer Service, CISSP, Cloud Computing, Cross-functional Team..., Operations Management, ITIL Certified, CEH, Team Leadership, Global Operations, IT Service Management, Service Delivery, Service Desk, Data Center, Start-ups, Customer Support, SaaS, Infrastructure, Process Improvement, Disaster Recovery, Business Continuity..., Datacenter Consolidation, MBA, Risk Management, Storage, Leadership, Outsourcing, Strategy, IT Outsourcing, Enterprise Software, Business Process..., Business Process, Information Technology, Program Management, Management Consulting, Integration, Pre-sales, Professional Services, IT Operations, Solution Architecture, Management, ERP
Education
Texas A&M University - Mays Business School 2009 — 2011
MBA, Business
Texas Tech University 1995 — 1999
BBA, International Business
Coastal Securities January 2014 - Present
Coastal Securities July 2013 - December 2013
Coastal Securities May 2012 - July 2013
Coastal Securities September 2010 - May 2012
LSU AgCenter April 2010 - September 2010
Louisiana State University January 2008 - January 2010
Louisiana State University August 2007 - January 2008
Rural Coalition May 2007 - August 2007
Big River Economic and Agricultural Development Alliance - BREADA May 2006 - May 2007
Education
Louisiana State University and Agricultural and Mechanical College 2008 — 2010
Master of Science, Applied Economics
Louisiana State University 2004 — 2007
Bachelor of Science, Agricultural Business
FHS 1999 — 2003
High School Diploma
On Demand Houston March 2015 - Present
PanAtlantic Exploration Company August 2012 - August 2013
Dynegy September 2008 - August 2012
Coastal Securities 2006 - 2008
Boston Market 2002 - 2006
Skills
Active Directory, Windows 7, Servers, XP, Windows Server, Troubleshooting, Network Administration, VMware, VBScript, Microsoft Exchange, Software Documentation, WAN, Hyper-V, Disaster Recovery, Visio, Virtualization, IT Operations, Networking, Information Technology, IIS, VPN, Network Security, Firewalls, Data Center, System Deployment, Citrix, Cisco Technologies, Operating Systems, Switches, Microsoft SQL Server, Computer Security, Databases, Integration, SQL, Technical Support, IT Management, Security, Red Hat Linux, Cisco IOS, Antivirus, vSphere, DNS, CCNA, System Administration, Software Installation, VMware ESX, Blackberry, Unix, Lync Server 2010, TCP/IP
Education
Southern Methodist University 1998 — 2000
Information Technology
Champion Capital Research January 2003 - Present
Coastal Securities 1990 - 2008
US Fiduciary 2005 - 2007
Rice University and University of Houston 1999 - 2004
Skills
violinist, runner, swimmer, Investment Advisory, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Fixed Income, Strategic Financial..., Swimmer, Financial Risk, Fiduciary Assessments..., Financial Education, Retirement, Analysis, Financial Advisory, Securities, Banking, Retirement Planning, Asset Management, Insurance, Hedge Funds, Series 7, Financial Modeling, Financial Analysis, Due Diligence, Financial Planning, Investment Management, Finance, Alternative Investments
Education
Rice University 1980 — 1984
Bachelor of Arts (B.A.) Full Merit Based Scholarship Recipient
University of Houston
Master of Arts (M.A.) and Ph.D., Financial Economics, Fellowship Recipient
Coastal Securities June 2013 - Present
Amegy Bank June 2011 - December 2012
Jackson & Jackson PLLC 2010 - June 2011
Tailwind Advisors May 2010 - July 2010
Skills
Banking, Loans, Spreadsheets, Cash Flow, Financial Analysis, Financial Modeling, Investments, Analysis, Fixed Income
Education
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
BA, Finance
Tubular Steel Inc September 2011 - June 2013
Dynamic Health Strategies November 2008 - July 2011
Brocade May 2008 - February 2010
Coastal Securities April 2005 - April 2008
Lanier Worldwide May 2004 - April 2005
Toshiba May 1999 - October 2003
Intergraph February 1998 - May 1999
CompuCom April 1996 - February 1998
United States Air Force March 1988 - April 1996
Skills
Servers, Windows Server, Microsoft Exchange, Troubleshooting, Hardware, Microsoft SQL Server, VMware, Firewalls, Technical Support, Operating Systems, Enterprise Software, Cisco Technologies, Network Administration, Networking, Active Directory, Virtualization, Routers, Software Installation, System Administration, Linux, HP, Windows XP, Service Manager 7, Service Level Agreements, Military Experience, Air Force, Switches, Network Design, Citrix, ITIL, Cisco, Enterprise Wide..., RSA SecurID, Real Time Monitoring, Underwater Basket..., Mid Power to High Power..., Marksmanship, diaper changing and..., Unix, Agile Methodologies
Education
McMurry University 1992 — 1995
BS, Computer Science Major, Math Minor
St. Louis Community College 1986 — 1988
Associate, Engineering Technology ( Biomedical Engineering)
Tri-Star Financial May 2006 - Present
tri star financial 2006 - 2009
Coastal Securities 2004 - 2006
Education
The University of Texas at El Paso 1998 — 2001
Coastal Securities March 2007 - Present
Aegis Mortgage October 2000 - March 2007
Bank United Of Texas 1992 - 2000
Education
Oklahoma State University 1985 — 1989
Panton Inc. October 2014 - Present
The Structure Group September 2013 - October 2014
Spectrum Prime Solutions, LP January 2012 - May 2013
Texon October 2008 - January 2012
UBS Investment Bank March 2007 - July 2008
KPMG Advisory June 2005 - February 2007
Shell Trading July 2000 - April 2003
Koch Industries November 1999 - July 2000
Salomon Smith Barney August 1997 - November 1999
Coastal Securities 1994 - 1997
Skills
Business Process Design, Commodities, Risk Management, Trading, Risk, Energy Trading, Derivatives, Options, Natural Gas, Valuation, Energy, Commodity, Fixed Income, Management Consulting, Equities, Financial Analysis, Oil, Gas, Market Risk, Change Management, SOX, Swaps, Excel, Financial Reporting, Process Engineering, Financial Risk, Petroleum, Commodity Markets, Sarbanes-Oxley Act, Microsoft Excel
Education
University of Houston 1992 — 1996
BBA, Finance
Direct Energy April 2014 - Present
Direct Energy December 2012 - Present
Direct Energy June 2012 - Present
Spark Energy June 2011 - December 2011
Reliant Energy September 2009 - June 2011
Reliant Energy April 2007 - September 2009
JPMorgan Chase March 2006 - March 2007
JPMorgan March 2002 - March 2006
Coastal Securities 2001 - 2002
Charter Title Company 1997 - 2001
Skills
Strategic Planning, Strategy, Marketing Communications, Program Management, Management, Product Development, Leadership, Sales Operations, Business Development, Market Research, Business Strategy, Marketing Management, Business Process..., CRM, Product Marketing, Contract Negotiation, New Business Development, Vendor Management, Online Marketing, Mergers, Change Management, Analytics, Competitive Analysis, Financial Modeling, Integrated Marketing, Marketing Strategy, Marketing, Direct Marketing, Segmentation, Mergers & Acquisitions, Analysis, Cross-functional Team...
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Marketing
LeTourneau University 1998 — 2001
BBA, Business Administration / Accounting / Finance
Coastal Securities January 1990 - Present
Skills
Investment Banking, Loans, Portfolio Management, Fixed Income, Structured Finance, Asset Management, Bonds, Securities, Investments, Trading, Hedge Funds, Capital Markets, Derivatives, Financial Structuring
Education
LSU
Business
Charter Capital October 2002 - Present
Livingston Builders May 2000 - June 2001
Martin Preferred Foods May 1997 - February 2000
Coastal Securities January 1990 - May 1997
Education
Sam Houston State University 1986 — 1989
BS, Managment/Political Science
Texas Tech University 1985 — 1986
Political Science
REDI Global Technologies May 2014 - Present
Premium Poppers Popcorn March 1997 - Present
Banc of America Securities, LLC July 2002 - May 2014
Coastal Securities March 2000 - December 2001
Education
Tarrant County College 1997 — 2000
L.D. Bell 1994 — 1997
The University of Texas at Dallas
RGT Wealth Advisors January 2015 - Present
MSC Asset Management, LLC May 2014 - January 2015
The F&M Bank & Trust Company September 2009 - May 2014
Guaranty Bank August 2007 - August 2009
Sterling Bank July 1999 - July 2007
Coastal Securities January 1997 - July 1999
Education
Baylor University 1984 — 1988
BA, Business
coastal securities Sr VPCoastal Securities2006 - Present
Education
University of Hartford 1974 — 1978
Capstone Asset Management October 2004 - Present
Capstone Asset Management September 2004 - Present
Coastal Securities 1997 - 2000
Education
Jacksonville University 1991 — 1995
Quasar Trading January 2015 - Present
WTS Proprietary Trading Group December 2013 - December 2014
Quasar Trading March 2013 - August 2013
Coastal Securities April 2011 - March 2013
Stearns Lending July 2012 - November 2012
Altrion Trading Group March 2010 - March 2011
WTS Proprietary Trading Group, LLC July 2009 - February 2010
assent trading August 2008 - May 2009
AEI Consultants July 2007 - February 2008
PTR, Inc November 1997 - April 2005
Skills
Investments, Options, Securities, Series 63, Equities, Loans, Trading, Equity Trading, Fixed Income, Financial Markets, Asset Management, Portfolio Management, Bloomberg, Technical Analysis, Hedge Funds, Trading Systems, Financial Modeling, Derivatives, Risk Management
Education
Chabot College 2005 — 2005
AA, Real Estate
University of California, Berkeley 1985 — 1987
BA, Applied Mathematics
Coastal Securities PresidentPage International CommunicationsDecember 1986 - May 2005
Education
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Finance
Coastal Securities October 2007 - October 2008
Education
The Ohio State University
BS, Human Ecology / Consumer Science
VALIC Financial Advisors, Inc March 2015 - Present
B.B. Graham & Co. July 2009 - August 2014
US Fiduciary September 2005 - March 2009
Coastal Securities 1996 - 2005
Government Securities Corp 1985 - 1996
Education
Texas A&M University 1981 — 1985
BBA, Finance
St. Pius X High School Houston Texas 1977 — 1981
Coastal Securities October 2009 - Present
Skills
Series 7
Education
Texas A&M University 2003 — 2008
Bachelor of Science, Economics
Capital One Securities July 2012 - Present
Coastal Securities September 2008 - July 2012
Skills
Financial Modeling, Financial Analysis, Series 63, Series 7, Fixed Income, Investment Banking, Securities, Valuation, Capital Markets
Education
University of Colorado Boulder 2003 — 2007
BS, Finance
HWA International, Inc. 2012 - Present
Blackstar Capital Partners 2009 - 2012
Consulting Services Group, LLC 2007 - 2009
Coastal Securities 2005 - 2007
Skills
Investments, Financial Analysis, Analysis, Fixed Income, Asset Allocation, Series 7, Mutual Funds, Alternative Investments, Asset Management, Forecasting, Financial Modeling, Private Equity, Finance, Banking, Hedge Funds
Education
The University of Memphis 2009 — 2011
Masters of Science, Finance, 3.81
Coastal Securities January 1993 - Present
Education
The University of Texas at Austin 1977 — 1981
Coastal Securities April 2014 - Present
The Art Institute of Houston October 2012 - June 2014
Catering by Emily January 2007 - January 2014
University of Houston January 2010 - December 2012
DeChicchis Gourmet January 2010 - October 2011
Alicia Foundation October 2009 - December 2009
Skills
Budget, Microsoft Excel, Project Management, Event Planning, PowerPoint, Personal Chef, Microsoft Office, Typing, Budgets, Food, Food & Beverage, Menu Engineering, Menu Costing, Management, Menu Development, Leadership, Gluten Free, Budget Monitoring, Wine Tasting, Recipe Testing, Research, Event Management..., Teaching, Service Industries, Project Planning, Food Safety, Food Technology, Culinary Skills, Food Manufacturing, Food Preparation, Knife Skills, Product Development, Microsoft Word, Customer Service, Event Management, Time Management, Food Processing, Wine Labels, Spanish, Wineries, Bar Management, Wine Tours, Social Media, Catering
Education
University of Houston 2010 — 2013
Master of Business Administration (MBA), MBA and Hotel and Restaurant Management
The Culinary Institute of America 2008 — 2010
AOS, Culinary Arts
Lousiana State University 2003 — 2007
BGS, Religious Studies, Sociology, Communications Studies
St. John's School 1998 — 2002
High School Degree
River Oaks Baptist 1993 — 1998
Middle School
Choice Energy 2010 - Present
VP Financial Group, Inc. 2003 - 2010
FTN Financial Capital Markets 2001 - 2003
Amherst Securities Group 1999 - 2001
Enron 1997 - 1999
Coastal Securities 1992 - 1997
Education
Michigan State University
Finance
University of North Carolina at Chapel Hill
Coastal Securities April 1994 - December 2013
Skills
Portfolio Management, Investments, Financial Analysis, Banking, Finance, Credit, Asset Management, Financial Services, Mortgage Lending, Risk Management
Education
Dallas Baptist University
Bachelor of Arts, Business
Southwestern Baptist Theological Seminary
Master of Dvinity BL
Catalyst Capital Advisors May 2011 - Present
Coastal Securities January 2009 - April 2011
Aurora Financial Services, LLC 2006 - 2008
Skills
Project Finance, Environmental Awareness, Petroleum, Equities, Finance, Private Equity, Investment Banking, Water, Financial Modeling, Investments, Hedge Funds, Structured Finance, Corporate Finance, Derivatives, Financial Structuring, Securities, Venture Capital, Capital Markets, Due Diligence, Mergers & Acquisitions, Private Placements, Valuation, Portfolio Management, Strategic Planning, Asset Management, Trading, Commodity, IPO, Strategic Financial..., Restructuring, Alternative Investments, Options, Divestitures, Risk Management, Business Valuation, Hedging, M&A experience, Mutual Funds, LBO, Leveraged Finance, Financial Markets, Equity Research, Investment Strategies, Emerging Markets, Fixed Income, Corporate Development, Funding, Investor Relations, Financial Analysis, Series 7
Education
Goizueta Business School, Emory University 1989 — 1991
MBA, Finance
Southern Methodist University 1985 — 1989
Bachelor of Science, Economics/Econometrics